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Non-Tech : EARNINGS REPORTING - surprises, misses & more
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To: 2MAR$ who wrote (68)4/30/2000 6:03:00 AM
From: 2MAR$  Read Replies (2) of 762
 
Why does the internet/tech remind me of the advent of the railroads....when they started building railroad lines
and joining the nation coast to coast, they were also starting to
build out little railroads lines everywhere, as fast as they could... because it was the New "high Tech" thing to do, and more was better.

...little branches and arteries of new railroad lines by the hundreds abounded...and then 90%
never made any money or got the traffic and eventually wound up as scrap, and sold for pennies on the dollar belly up.

we have come to see who the winds have blessed...think there will be some continued bidding up of the second-tiers ...though it will be reluctant and choppy. Everyone needs to recoup a little of the losses , so the casino will play on thru the downer music of the rate hikes coming....a clearer picture of the internet and where the revenues
will finally fall....for now they have to keep building it out.

..so infrastructure/networking/fibre/content~delivery/storage
b2b software/and top tier webhosting......plus anything that supplies the highest quality components for HS broadband... is

where the real money landing.....what becomes a boardwalk and what finally becomes a parkplace and Marvin gardens ....this is what people are searching for. The
"need for speed" and bandwidth continues. And the convergence is coming closer at hand. They don't get this internet moving faster and with more exciting content soon...i for one am going to start becoming bored to tears.
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